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Burke & Herbert Financial Services Corp

52 hedge funds and large institutions have $105M invested in Burke & Herbert Financial Services Corp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22.02% more ownership

Funds ownership: 0%22.02% (+22%)

Holders
52
Holders Change
+52
Holders Change %
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
52
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.4M +$26.2M +334,036 New
HCM
2
Hutchinson Capital Management
California
$16.4M +$20M +255,080 New
BHBT
3
Burke & Herbert Bank & Trust
Virginia
$15.4M +$18.8M +240,105 New
MI
4
M3F Inc
Utah
$6.63M +$8.11M +103,252 New
State Street
5
State Street
Massachusetts
$5.49M +$6.71M +85,512 New
MPIM
6
McGinn Penninger Investment Management
Virginia
$4.71M +$5.77M +73,441 New
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$4.67M +$5.71M +72,778 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.06M +$4.97M +63,276 New
Jane Street
9
Jane Street
New York
$3.15M +$3.85M +49,039 New
Northern Trust
10
Northern Trust
Illinois
$2.61M +$3.2M +40,699 New
MC
11
Moors & Cabot
Massachusetts
$2.45M +$2.99M +38,088 New
HighTower Advisors
12
HighTower Advisors
Illinois
$2.4M +$2.94M +37,460 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$1.73M +$2.12M +26,950 New
SSB
14
Sandy Spring Bank
Maryland
$1.63M +$2M +25,452 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.03M +$1.26M +16,001 New
Franklin Resources
16
Franklin Resources
California
$1.01M +$1.23M +15,658 New
Charles Schwab
17
Charles Schwab
California
$945K +$1.16M +14,714 New
N
18
Nuveen
North Carolina
$797K +$975K +12,416 New
HAM
19
HoldCo Asset Management
Florida
$673K +$823K +10,480 New
PCM
20
Passive Capital Management
Maryland
$601K +$735K +9,360 New
Wells Fargo
21
Wells Fargo
California
$584K +$714K +9,098 New
TDC
22
Thompson Davis & Co
Virginia
$519K +$634K +8,080 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$514K +$628K +8,000 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$502K +$614K +7,815 New
Goldman Sachs
25
Goldman Sachs
New York
$424K +$519K +6,609 New